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WisdomTree Trust WisdomTree China ex-State-Owned Enterprises Fund
CXSE

Name Holding Trade Value Shares
Change 		Change in
Stake
1WA
26
180 Wealth Advisors
Washington
$340K +$405K +10,781 New
SAS
27
Stelac Advisory Services
New York
$330K – – –
IWM
28
IHT Wealth Management
Illinois
$310K +$35K +932 +10%
Wells Fargo
29
Wells Fargo
California
$305K -$23.7K -630 -6%
SWP
30
Stratos Wealth Partners
Ohio
$286K -$13.6K -361 -4%
Envestnet Asset Management
31
Envestnet Asset Management
Illinois
$219K +$8.15K +217 +3%
BOPW
32
Brandywine Oak Private Wealth
Pennsylvania
$207K -$704K -18,726 -74%
USCWA
33
U.S. Capital Wealth Advisors
Texas
$207K -$157K -4,167 -39%
AWM
34
Activest Wealth Management
Florida
$101K +$301 +8 +0.3%
Rockefeller Capital Management
35
Rockefeller Capital Management
New York
$71K +$14.3K +381 +20%
National Bank of Canada
36
National Bank of Canada
Quebec, Canada
$63K – – –
CS
37
Credit Suisse
Switzerland
$44K -$7.44K -198 -12%
WTC
38
WhitTier Trust Company
Nevada
$31K – – –
WT
39
Whittier Trust
California
$29K – – –
APA
40
American Portfolios Advisors
New York
$22.7K -$48K -1,278 -64%
JWA
41
JFS Wealth Advisors
Pennsylvania
$12K – – –
TWM
42
Tradition Wealth Management
Minnesota
$8K -$18.8K -500 -67%
BCV
43
Banque Cantonale Vaudoise
Switzerland
$7K – – –
Carson Wealth (CWM LLC)
44
Carson Wealth (CWM LLC)
Nebraska
$7K +$7.51K +200 +667%
SPIA
45
Steward Partners Investment Advisory
New York
$6K – – –
IBOK
46
Independence Bank of Kentucky
Kentucky
$5K – – –
AWM
47
Angeles Wealth Management
California
$5K +$5.64K +150 New
CFGS
48
Concourse Financial Group Securities
Alabama
$4K – – –
AIP
49
Almanack Investment Partners
Pennsylvania
$4K +$4.4K +117 New
PNC Financial Services Group
50
PNC Financial Services Group
Pennsylvania
$2K -$1.13K -30 -38%
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